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Adding a Prior Authorization

From the patient’s Prior Authorization section, add a new authorization (+ New Prior Auth / Create Authorization). Enter:
  • Authorization Number
  • Category — Pre-Certification or Referral
  • Insurance — the insurance this authorization is tied to
  • Effective Date and Expiration Date
  • Tracking — the number of authorized visits (or units)
Save the authorization when done. Prior authorizations are also surfaced on the patient’s profile and in the Prior Authorizations working list, where you can filter, use saved views, and export.

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FAQ

They’re the two prior-authorization categories you can assign when creating an authorization. Choose the one that matches the payer’s requirement for the service.
Enter the number of authorized visits (or units) when creating the authorization. Insights tracks usage against that limit and surfaces alerts as it runs low.